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For Producer Use Only
MONTHLY OVERVIEW: August 2023 updates, recaps and department news
SHARE THE VERSATILITY OF MARKETTEN BONUS INDEX®
A fixed index annuity offering a true premium bonus — no recapture
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Looking for an income tool that can perform a variety of jobs? Our MarketTen Bonus Index® fixed index annuity (FIA) is a utility vehicle that helps your clients arrive at the retirement they envision.
Putting MarketTen Bonus Index® to work
MarketTen Bonus Index® offers competitive rates, plus unique advantages designed to help clients achieve specific goals.
MarketTen Bonus Index® features a 6% bonus on all premiums paid in the first five years.
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Client objective
How MarketTen Bonus Index® makes it possible
Get a bonus on premiums
Immediately adds a 6% bonus on premiums paid in the first five years to the Accumulation Value; no bonus recapture on withdrawals and surrenders
Consolidate assets
Premium bonus, fixed rate and various index options make MarketTen Bonus Index® ideal for consolidating assets
Prepare for future rollover
Establish as an IRA to prepare as a vehicle for future rollovers
Get return of premiums
With this no-charge feature, the client will receive premiums — less any withdrawals — if the contract is surrendered1
Build guaranteed lifetime income
Through the Income Benefit Rider, the client can build lifetime income based on 7% accumulation for up to 10 years
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Get all the information and resources you need to share the advantages of MarketTen Bonus Index®.
We’ll explore the advantages of MarketTen Bonus Index®, an EquiTrust FIA that functions like a multi-tool for your clients and offers a true premium bonus with no recapture.
1 Less Income Benefit Rider (IBR) charges, if the IBR is elected.
Contract issued on Contract Form Series ICC18-ET-MTB-2000(06-18) or ET-MTB-2000(06-07). Riders issued on Form Series ICC16-ET-IBR-FIXED(07-16) or ET-IBR(06-08); ICC17-ET-IBR-ER-A(04-17) or ET-IBR-ER-A(04-17); ICC17-ET-FIXED-ROP(02-17) or ET-FIXED-ROP(02-17); ICC18-430-NHW(06-18) or 430-NHW(08-03); and ICC16-ET-TI(10-16) or ET-TI(10-16).
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.
